When wealth expects more

Your high-net-worth clients have worked hard to build their wealth. They have high expectations for how it should be managed. The Envestnet Private Wealth team works directly alongside advisors of clients with more than $1M+ of investable assets, to unlock the potential of our $7T+ ecosystem.

Helping advisors deliver personalized wealth experiences

As client expectations for wealth management become more personalized, we help you deliver where it matters most. Backed by 120+ investment professionals, over 39+ years of consulting experience, and more than 5,000 approved investment strategies across SMAs, alternatives, and beyond, Envestnet empowers advisors to create customized wealth experiences for high-net-worth and ultra-high-net-worth clients.*

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High-net-worth portfolio management that delivers

A sophisticated investment approach

Our ActivePassive investment philosophy, combined with capabilities like tax overlays and direct indexing, helps you build efficient portfolios, enabling clients to keep more of what they earn.

Solutions designed for high-net-worth needs

That’s why we offer portfolios with a range of customization options. Building a portfolio that adapts to a high-net-worth client’s evolving needs is key to helping clients stay invested over the long-term.

An exceptional experience

Your Envestnet Private Wealth team, including a dedicated client portfolio manager and experienced CFAs, help you deliver the elevated wealth experience your clients deserve.

Tailored Portfolios That Evolve With Your Clients

Our Private Wealth team partners with you, offering white-glove service and a dedicated client portfolio manager to guide the process. We work alongside you to design personalized portfolios that reflect each client’s goals, life stage, and evolving needs, helping them stay invested for the long term. This is more than a service, it’s a lasting partnership built to support your high-net-worth clients throughout their financial journey. Here’s how our Private Wealth team works with you to deliver a seamless experience:

Discovery

Our first step with each client is to gain a deep understanding of their goals and investor profile, identifying their investing stage and unique needs.

Portfolio development and optimization

Using those insights, along with a review of your client’s existing holdings, we develop a tailored proposed portfolio. Our client portfolio team specializes in identifying inefficiencies and opportunities through:

Strategic asset allocation: Leveraging a mix of Active and Passive strategies aligned with each asset class in an effort to enhance risk-adjusted returns.

Broad investment access: Offering over 5,000 rigorously vetted and approved investment strategies, including SMAs, mutual funds, ETFs, and alternatives, allowing for deep customization based on each client’s unique needs.

Tax efficiency and cost transparency: Designing allocations that optimize for tax outcomes and clarify cost structures, with thoughtful consideration of vehicle selection (e.g., mutual funds vs. SMAs, ETFs vs. direct indexing) and overlay strategies such as tax or value overlays.

Enhanced diversification: Providing clients with greater personalization through our flagship direct indexing solutions, which allow for ownership of underlying securities and enable the construction of more diversified, tax-efficient portfolios.

For more details on Envestnet PMC’s research and approval processes, please contact pmc@envestnet.com or call 1-888-612-9300.
Advisors should always conduct their own research and due diligence on investment products and the product managers prior to offering or making a recommendation to a client.

Presentation

We present the proposed portfolio to both you and your client, ensuring alignment with their goals and circumstances. To facilitate the conversation, we'll access FlightPath, our fully digital investment proposal tool, pending firm availability.

Understand today, visualize tomorrow.

Simplify the complexity of high-net-worth portfolios.

Help clients appreciate the value and vision behind your advice.

Ongoing support

Our commitment doesn’t stop at implementation. We continuously monitor, analyze, and report investment performance, ensuring your client’s portfolio remains aligned with their goals. We are also available to participate in annual in annual client review meetings.

Built to Last: Investing Through Uncertainty

When looking back at the last 100+ years of the S&P 500, the stock market tends to recover and continue to climb following periods of stress. It’s times like these where it’s important to stick to your plan and stay invested.

Learn more

July 2025 Market Outlook

July was a largely solid month for equity markets. Fixed income asset classes struggled in the face of higher interest rates, though. During one week in July, the S&P 500 notched five straight record highs. That impressive feat last occurred over a year ago.

Learn more

The Summer Sizzle

June continued the positive momentum from May and even saw the gains broaden further. The S&P 500’s final two trading days in June yielded consecutive record highs. Non-US stock markets also continued climbing, and emerging markets climbed just over 6% to lead the way higher in June.

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Ready to meet the moment when wealth expects more?

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Strategic ETF Portfolios

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*As of December 31, 2024

Disclosures
Investment decisions should always be made based on the investor’s specific financial needs and objectives, goals, time horizon, and risk tolerance. Past performance is not indicative of future results.

Investments in smaller companies carry greater risk than is customarily associated with larger companies for various reasons such as volatility of earnings and prospects, higher failure rates, and limited markets, product lines or financial resources. Investing overseas involves special risks, including the volatility of currency exchange rates and, in some cases, limited geographic focus, political and economic instability, and relatively illiquid markets. Income (bond) funds are subject to interest rate risk which is the risk that debt securities in a fund’s portfolio will decline in value because of increases in market interest rates.

Advisors should always conduct their own research and due diligence on investment products and the product managers prior to offering or making a recommendation to a client.

Neither Envestnet, Envestnet | PMC™ nor its representatives render tax, accounting or legal advice. Any tax statements contained herein are not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal, state, or local tax penalties. Taxpayers should always seek advice based on their own particular circumstances from an independent tax advisor.

Diversification does not guarantee a profit or guarantee protection against losses. Advisors should always conduct their own research and due diligence on investment products and the product managers prior to offering or making a recommendation to a client.

FOR ONE-ON-ONE USE WITH A CLIENT’S FINANCIAL ADVISOR ONLY.